HNW
NML

High Note Wealth’s Neuberger Energy Infrastructure and Income Fund Inc NML Stock Holding History

High Note Wealth’s Portfolio NML Stock Details NML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-167
Closed -$1.48K – 936
2024
Q4 		$1.48K Buy
+167
New +$1.45K ﹤0.01% 731

Other funds holding NML

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

High Note Wealth's NML Position: Q1 2025 in Review

High Note Wealth sold out of Neuberger Energy Infrastructure and Income Fund Inc (NML) in Q1 2025, closing a stake of 167 shares — an estimated $1.48K sold.

High Note Wealth first reported a position in NML in Q4 2024 and held it in 1 quarter. The position peaked at $1.48K in Q4 2024. 84 funds tracked by Wall St. Rank hold NML as of Q1 2025.

  • High Note Wealth reported no remaining Neuberger Energy Infrastructure and Income Fund Inc position as of Q1 2025 after selling out during the quarter.
  • High Note Wealth sold 167 Neuberger Energy Infrastructure and Income Fund Inc shares in Q1 2025, an estimated $1.48K.
  • High Note Wealth first reported a position in Neuberger Energy Infrastructure and Income Fund Inc in Q4 2024 and held it in 1 quarter.
  • High Note Wealth's Neuberger Energy Infrastructure and Income Fund Inc position peaked at $1.48K in Q4 2024.
  • 84 funds tracked by Wall St. Rank held Neuberger Energy Infrastructure and Income Fund Inc as of Q1 2025.

Based on High Note Wealth's 13F filing for Q1 2025, filed 1 May 2025.